Atria Wealth Solutions’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Atria Wealth Solutions’s Portfolio XMLV Stock Details XMLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$548K	Buy	8,879 +263	+3%	+$16K	0.01%	873
2025 Q1	$532K	Hold	8,616	–	–	0.01%	1166
2024 Q4	$524K	Hold	8,616	–	–	0.01%	1257
2024 Q3	$526K	Sell	8,616 -143	-2%	-$8.35K	0.01%	1222
2024 Q2	$484K	Sell	8,759 -151	-2%	-$8.37K	0.01%	1254
2024 Q1	$503K	Sell	8,910 -901	-9%	-$48.5K	0.01%	1264
2023 Q4	$522K	Sell	9,811 -127	-1%	-$6.4K	0.01%	1186
2023 Q3	$489K	Sell	9,938 -179	-2%	-$9.24K	0.01%	1139
2023 Q2	$524K	Sell	10,117 -121	-1%	-$6.22K	0.01%	1136
2023 Q1	$536K	Sell	10,238 -259	-2%	-$14K	0.01%	1090
2022 Q4	$561K	Sell	10,497 -6,713	-39%	-$353K	0.01%	1017
2022 Q3	$827K	Sell	17,210 -3,192	-16%	-$169K	0.01%	786
2022 Q2	$1.05M	Sell	20,402 -8,817	-30%	-$473K	0.02%	674
2022 Q1	$1.63M	Buy	+29,219	New	+$1.6M	0.03%	549

Other funds holding XMLV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Atria Wealth Solutions's XMLV Position: Q2 2025 in Review

Atria Wealth Solutions increased its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 3.1% in Q2 2025, buying an estimated $16K and bringing the position to 8,879 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #873.

Atria Wealth Solutions first reported a position in XMLV in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.63M in Q1 2022. 202 funds tracked by Wall St. Rank hold XMLV as of Q2 2025.

Atria Wealth Solutions held 8,879 shares of Invesco S&P MidCap Low Volatility ETF worth $548K as of Q2 2025.
Atria Wealth Solutions bought 263 Invesco S&P MidCap Low Volatility ETF shares in Q2 2025, an estimated $16K.
Invesco S&P MidCap Low Volatility ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #873 holding.
Atria Wealth Solutions first reported a position in Invesco S&P MidCap Low Volatility ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Invesco S&P MidCap Low Volatility ETF position peaked at $1.63M in Q1 2022.
202 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.